Reasons to be cheerful, part 3

Our rates' team is relatively optimistic about 2021. As for FX, things should start to look a bit more normal as the dollar's pull fades. And with apologies to Elvis Costello, 'a bit of grin and bear it, a bit of come and share it'... what to expect from the ECB. Oh, we've also got Padhraic Garvey on our podcast

In this bundle

Report FX

2021 FX Outlook: Back on Track

2021 will be the year that FX markets get back on track, as the gravitational pull of the dollar fades. We forecast the dollar to broadly decline in 2021…

and

Report Rates

Rates Outlook 2021: Money for nothing

Our outlook for rates in 2021 is relatively optimistic. That said, there are numerous drags that will contain those market rates. A large debt overhang is…

and

ECB: Preparing for December action

The minutes of the October ECB meeting display the central bank’s concerns about the economic and inflation outlook but give very little away in…

What weak bank lending and strong deposit inflows mean for the ECB

Bank lending growth dynamics continue to diverge between countries, while strong deposit inflows put increasing pressure on bank interest margins

Logistics & Automotive

The buses of the future: Another Covid-19 casualty

Electric buses are the future of public transport as many European countries decarbonise their economies. But the coronavirus crisis has dramatically…